Don’t Think Anybody Saw China Crackdown Coming: Steve Rattner

The transcript discusses the economic and political risks associated with investing in China, highlighting the unpredictability of the Chinese government's actions. It contrasts the investment opportunities in China with those in other Asian countries and the US, noting China's unique position despite its risks. The discussion also covers the current US investment climate, considering factors like inflation and interest rates. Finally, it addresses the regulatory challenges faced by big tech companies in both China and the US, emphasizing differences in approach and focus.

What are the potential risks and opportunities for investors considering investments in China?

What are the key considerations for investors when evaluating the economic opportunities in Asia?

How does the regulatory environment in China compare to that of the United States regarding big tech?